SERVICES
Flexible Bookkeeping support designed to fit your business needs
Flexible Bookkeeping Options
Not every business needs daily, weekly or in some cases monthly bookkeeping.
We create a plan that fits your unique circumstances while keeping your records CRA-compliant and tax-ready.
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Customized bookkeeping schedule tailored to your business
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Optional financial summaries or reports as needed
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Tracking accounts receivable and payable when it adds value
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Organized, secure document storage
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Year-end support and payroll/compliance assistance
Accounting Software Setup
Has your business outgrown spreadsheets or are you just getting started and want to do things right from day one? Our one-time setup service gets you up and running on the right platform, configured properly, so you can manage your own books with confidence.
We start by figuring out which software and subscription level actually makes sense for your business, whether that is QuickBooks Online, xero, etc., so you are not paying for features you will never use or missing ones you need.
From there, we handle the full setup so everything is connected, organized, and ready to go.
What is included:
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Software and subscription level recommendation
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Bank account and credit card connections
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Integration with your existing business tools and third-party payment processors
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Customized chart of accounts built around your business
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Branded invoice templates
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Upload of existing customer and vendor information
You walk away with a clean, professional setup and the foundation to manage your books on your own. And if you ever want a hand along the way, we are here.
Monthly Bookkeeping Services
Our monthly bookkeeping package keeps your finances organized, accurate, and tax-ready. We provide the tools and guidance you need to make confident business decisions:
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Categorizing income and expenses for a clear financial picture and maximum eligible deductions
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Bank and credit card reconciliations
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Automated expense management to reduce manual entry and track receipts
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Monthly financial reports including income statement, balance sheet, and cash flow
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Tracking accounts receivable and payable to manage cash flow
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Organized records and document storage to simplify GST/HST and PST filings
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Year-end support and payroll compliance assistance
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Ongoing support and guidance with quick check-ins and practical advice
Catch-up/ Clean-up Bookkeeping Services
Life happens! Sometimes bookkeeping falls behind due to busy schedules, staffing changes, or unexpected disruptions. Our catch-up bookkeeping service helps you get back on track:
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Record any missing entries and correct errors
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Reconcile bank and credit card statements
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Deliver up-to-date financial statements
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Prepare a tax-ready financial package, if applicable
Accounts Payable & Receivable Support
Accounts Payable:
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Organized management of bills and vendor payments
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Flexible scheduling: weekly, monthly, or as needed
Accounts Receivable & Invoicing:
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Invoice preparation and proactive follow-up on outstanding payments
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Communication with clients via phone or email to ensure timely collection
Bookkeeping Review & Recommendations
One-off or ongoing sessions to review your financial workflows and provide practical, actionable recommendations:
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Streamline accounts payable and receivable
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Improve document management
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Optimize use of financial tools
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Identify efficiency opportunities
Customized to your business needs — available even if you’re not a monthly client